Mark Weiderman is a registered investment advisor at Manchester Financial INC, based in Westlake Village, CA, with 15 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,007 clients with $950M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual advisory fee will not exceed 1.25% of account assets under management. Advisory fees are negotiable.
Fee Estimator
Location
2815 Townsgate Road, Suite 100, Westlake Village, CA, 91361
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Manchester Financial INC
Previous Registrations
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Retirement Design & Management INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.